Real Money, Real Experts

In honor of Pride Month, we dive deeper into the unique financial challenges of the LGBTQ+ community and learn the changes — both big and small — we can make to create a more inclusive practice.  Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson speak with Cait Howerton, CFP®, AFC®, member of the LGBTQ+ community, and Lead Planner at Facet Wealth where she helps her clients uncover their life goa...

What do hip-hop pedagogy and brunch have to do with breaking down the racial wealth divide? We found out in this episode of Real Money, Real Experts. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson speak with Pamela Capalad, CFP®, AFC®, founder of Brunch & Budget, and Dyalekt, Host of the Brunch & Budget Podcast, Workshop MC, and See Change MC. Brunch & Budget is a financial plannin...

In this episode of Real Money, Real Experts co-host Dr. Mary Bell Carlson speaks with Ann House, MS, CPFC, CEPF, AFC®, founder of the Personal Money Management Center, a resource for students at the University of Utah. In 2015, the center received the Outstanding Financial Counseling Center award from AFCPE®. In the interview, the two discuss Ann's financial education journey, private practic...

In this episode of Real Money, Real Experts co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk with 2-time Olympic gold medalist Lauryn Williams. After her Olympic career in both track and field and bobsledding, Lauryn founded Worth Winning, offering virtual services to help young professionals navigate the world of finance.   Now both a CFP® and AFC®, Lauryn takes us through her journey from...

In this week’s episode of Real Money, Real Experts co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to award-winning podcaster and AFC® Jen Hemphill. Jen has devoted her career to helping women feel like the queen of their financial lives, and is committed to helping Latinas across the US find financial freedom.  The three discuss Jen’s journey from military spouse to AFC®. Covering importa...

What’s the difference between a credit report and a credit score? Can COVID-19 have an impact on my score? How often should I be checking my credit? You've got credit scores and we have answers! On this week’s episode of Real Money, Real Experts. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson dig deep into all things credit. With guest Rod Griffin, Senior Director of Consumer Education an...

In this episode of Real Money, Real Experts, Rebecca and Dr. Mary Bell Carlson talk with Simple Wealth Author, Holly Morphew about the connection between health and wealth. Having experienced chronic illness themselves both Mary and Holly reflect on what they've learned and how to apply it to financial well-being today. For many families impacted by COVID-19 whether it be a job loss or fallin...

In this Facebook Live, co-hosts Rebecca and Dr. Mary Bell Carlson interview with two Military Spouse Fellows, Shay Cook of Crusaders4Change and Jen Hemphill.  Shay and Jen share their experience applying for the Military Spouse Fellowship, how earning the AFC® certification impacted their careers, and answer audience questions about the program.  *Note this episode was pre-recorded during a live e...

In this episode of Real Money, Real Experts, we get a deeper dive into the tools and resources developed by Dr. Sarah Fallaw, Co-Author of The Next Millionaire Next Door.  Fallaw has spent her career rooted in data and furthered research based on her father's original best-selling book The Millionaire Next Door. The tools and research built by her company, DataPoints provide financial profess...

It's America Saves Week! Leading up to America Saves Week (February 22nd- 26th) and Military Saves Month (April) Rebecca and Mary meet with Kia Young, Director of Communication for America Saves, and Lila Quintiliani, Senior Program Manager for Military Saves. The two guests share their path to saving and what they've learned along the way. Lila and Kia also share important resources for...

Following up on last month's episode with Axton-Betz Hamilton, this special edition episode focuses on identity theft and cybersecurity. Cyber Security specialist John Sileo joins Real Money, Real Experts co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson to talk about how he personally was a victim of identity theft and why he's so passionate about helping others. John is a Harvard grad...

In this Facebook live recording, Real Money, Real Expert co-hosts Dr. Mary Bell Carlson and Rebecca Wiggins talk through highlights of past episodes and take listener questions live on Facebook. *Note this episode was pre-recorded during a live event on January 19th.  Want to get involved with AFCPE®? Here are a few places to start: Become a Member, Sign up for an Essentials Course , or Get AFC Ce...

On this episode of Real Money, Real Experts co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk with AFC® Meredith Lozar. Meredith has an extensive career working for Navy-Marine Corps Relief Society, Blue Star Families, National Military Family Association, and DOD Spouse Education and Career Opportunities. Currently, Meredith is the Director of Military Spouse Programs for Hiring our Heroes,...

This week, Real Money, Real Experts welcomes Axton Betz-Hamilton, AFC®, Assistant Professor of Consumer Affairs at South Dakota State University, and author of "The Less People Know About Us." Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Axton about her personal experience with identity theft, specifically familial and child identity theft, how the law has changed to protec...

This week, Real Money, Real Experts welcomes Andrea Clark and Adrienne Ross, who are both owners of private practices, as well as members of the U.S. military community. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Andrea and Adrienne about their complementary certifications, the complicated distinction between investment education and advice, registering as an RIA, and other importa...

This week, Real Money, Real Experts welcomes Michael Roush, Director of the Center for Disability Inclusive Community Development at the National Disability Institute. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Michael about how financial coaches and counselors can best serve people in the disability community. *Show Notes* 00:50 Intro Michael Roush 05:10 Defining disability 08:19...

This week, Real Money, Real Experts welcomes Shelby Henderson and Tiffany Murray from Texas Tech University's Red to Black® Peer to Peer Financial Coaching Program. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Tiffany and Shelby about the effectiveness of peer-to-peer programs, and the ripple effect that financial knowledge can have. *Show Notes* 00:45 Intro Tiffany and Shelby 0...

This week, Real Money, Real Experts welcomes Sonya Passi, Founder and CEO of FreeFrom, focusing on financial security and freedom for survivors of gender-based violence. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Sonya about the intricacies of gender-based and intimate partner violence, and how that impacts survivor's financial well-being. *Show Notes* 00:45 Intro Sonya 03:54...

This week, Real Money, Real Experts welcomes Carl Richards, Certified Financial Planner and creator of the Sketch Guy column in the New York Times. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Carl about adopting a 'problem understanding' mindset when working with clients and becoming a guide rather than a map defender. Carl also gives a preview of his presentation at this...

This week, Real Money, Real Experts welcomes Dr. Billy Hensley, CEO of the National Endowment for Financial Education (NEFE). Billy has a distinguished career in personal finance, philanthropy, and higher education and now leads NEFE in bringing financial access to all Americans. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Billy about how career, the impact of COVID-19 on personal f...

This week, Real Money, Real Experts welcomes two special guests to talk about two very important, and intersecting concepts. Dedrick Asante-Muhammad and Heather McCulloch join us to talk about racial and gender wealth gaps: what they are, why they exist, how they intersect, and what financial coaches and counselors can do to help their clients overcome them.  Dedrick is the Chief of Race, Wealth,...

This week Real Money, Real Experts welcome guest Darren Liddell. Darren's extensive background involves everything from non-profit to tax preparation to extensive work as a racial wealth equity advocate. Liddell has been working in the financial security field for over 8 years. Most recently, Darren served at The Financial Clinic as Director of Program Innovation. In this role, he oversaw the...

This week co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk with Justin Chidester, AFC® and CFP® about the art of private practice. In a time when virtual meetings have become essential, Justin has mastered how to manage remote clients with his practice spanning over 13 states and three countries. The episode dives into Justin's journey from non-profit to private practice and takes a lo...

In this jam-packed episode, co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson had the opportunity to sit down with AFCPE® President Ryan Law. They talk about everything from how Ryan founded his first student money management center, to what it's like to lead AFCPE® during the year of a global pandemic. Tune in as Ryan shares his path to success and resources for what got him to where he is...

From a career in the performing arts to managing a finance business and Emmy Award-Winning PBS show, Julia Lorenz-Olson takes listeners through her career in finance and how she uses her background to help her clients. In this episode, cohosts, Rebecca Wiggins, and Dr. Mary Bell Carlson discuss the tools and resources that helped Lorenz-Olson get to where she is today and the current state of the...